Ask anything, with citations
Answers to any question about your company grounded in your actual documents, transactions, and filings — with every claim citing its source.
The Co-pilot Agent runs chat over your full organization context — documents, transactions, filings, prior agent runs, prior conversations — via pgvector. Every answer includes inline citations linking to the source document, ledger entry, or filing. If it can't cite, it doesn't assert.
Every external system the agent touches is a typed, observable MCP tool server. Rate-limited, retryable, and rate-cost attributed back to the originating AgentRun.
Asserted in CI. Deployments that exceed the p95 target fail to ship — this is how we keep unit economics honest as prompts and models evolve.
Every call routed through the platform wrapper with prompt caching on stable context blocks. Each decision recorded as an AgentRun with tools, output, cost, and latency.
Questions that would require legal or tax advice, or that touch policy decisions (e.g., 'should I move to a C-Corp?'), surface a suggestion to book time with a human advisor.
Opinions presented as facts. Hallucinated citations. Cross-organization data leakage (every query scoped by org).
The Co-pilot Agent meets the FormBridge autopilot contract — a defined outcome, its own tools, reproducible decisions, a published cost budget, a human escalation path, and cassette evals replayed in CI.